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JPMorgan Core Plus Bond ETF

440 hedge funds and large institutions have $8.14B invested in JPMorgan Core Plus Bond ETF in 2025 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 268 increasing their positions, 64 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

319% more repeat investments, than reductions

Existing positions increased: 268 | Existing positions reduced: 64

290% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 20

26% more funds holding in top 10

Funds holding in top 10: 7088 (+18)

22% more capital invested

Capital invested by funds: $6.69B → $8.14B (+$1.45B)

14% more funds holding

Funds holding: 387440 (+53)

2.68% more ownership

Funds ownership: 85.4%88.08% (+2.7%)

Holders
440
Holders Change
+53
Holders Change %
+13.7%
% of All Funds
5.35%
Holding in Top 10
88
Holding in Top 10 Change
+18
Holding in Top 10 Change %
+25.71%
% of All Funds
1.07%
New
78
Increased
268
Reduced
64
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
201
Gotham Asset Management
New York
$3.5M
KOMWMG
202
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$3.43M +$3.44M +72,344 New
JWBC
203
John W. Brooker & Co
California
$3.39M -$160K -3,355 -4%
AWA
204
Acorn Wealth Advisors
Michigan
$3.33M +$2.26M +47,461 +208%
MPWT
205
MassMutual Private Wealth & Trust
Connecticut
$3.3M -$87.3K -1,834 -3%
HI
206
Harbour Investments
Wisconsin
$3.28M +$485K +10,194 +17%
BWM
207
BCGM Wealth Management
Indiana
$3.27M +$387K +8,127 +13%
SCM
208
Saxony Capital Management
Missouri
$3.19M +$939K +19,735 +41%
KPWS
209
Kestra Private Wealth Services
Texas
$3.15M -$19.2K -403 -0.6%
MAG
210
Mayfair Advisory Group
Alabama
$3.14M +$1.16M +24,298 +58%
PB
211
Prosperity Bancshares
Texas
$3.13M +$3.14M +66,022 New
SF
212
Summit Financial
New Jersey
$3.11M +$228K +4,797 +8%
MCM
213
MidAtlantic Capital Management
Virginia
$3.06M +$103K +2,156 +3%
OBWA
214
Oak Barrel Wealth Advisory
Virginia
$2.94M +$2.95M +61,989 New
CFS
215
Coordinated Financial Services
Colorado
$2.93M +$301K +6,326 +11%
SCFS
216
Stewardship Concepts Financial Services
Washington
$2.93M +$2.94M +61,852 New
TNBTD
217
Trustmark National Bank Trust Department
Mississippi
$2.88M -$66.6K -1,400 -2%
FTS
218
Fifth Third Securities
Ohio
$2.87M -$765K -16,070 -21%
AWA
219
Arete Wealth Advisors
Illinois
$2.79M +$81.9K +1,722 +3%
Lido Advisors
220
Lido Advisors
California
$2.78M +$1.78M +37,430 +177%
AG
221
Ascent Group
Virginia
$2.76M +$119K +2,501 +4%
WMA
222
West Michigan Advisors
Michigan
$2.75M +$51.5K +1,082 +2%
NA
223
NewEdge Advisors
Louisiana
$2.68M +$874K +18,374 +48%
BTD
224
BankPlus Trust Department
Mississippi
$2.67M +$212K +4,446 +9%
CAWM
225
Capital Advisors Wealth Management
Washington
$2.63M +$230K +4,841 +10%